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Integrated Wealth Concepts’s Boeing BA Stock Holding History

Integrated Wealth Concepts’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.28M Buy
36,555
+12,908
+55% +$2.94M 0.06% 310
2025
Q4 		$5.13M Sell
23,647
-8,571
-27% -$1.76M 0.06% 288
2025
Q3 		$6.95M Buy
32,218
+693
+2% +$156K 0.06% 295
2025
Q2 		$6.61M Buy
31,525
+2,908
+10% +$549K 0.07% 277
2025
Q1 		$4.88M Sell
28,617
-144
-0.5% -$24.9K 0.06% 318
2024
Q4 		$5.09M Sell
28,761
-1,932
-6% -$303K 0.06% 294
2024
Q3 		$4.67M Sell
30,693
-146
-0.5% -$25K 0.06% 302
2024
Q2 		$5.61M Buy
30,839
+215
+0.7% +$38.3K 0.08% 243
2024
Q1 		$5.91M Sell
30,624
-699
-2% -$144K 0.09% 238
2023
Q4 		$8.16M Sell
31,323
-1,421
-4% -$304K 0.13% 169
2023
Q3 		$6.28M Sell
32,744
-1,509
-4% -$330K 0.11% 201
2023
Q2 		$7.23M Buy
34,253
+387
+1% +$80.4K 0.12% 178
2023
Q1 		$7.19M Buy
33,866
+15,288
+82% +$3.18M 0.15% 152
2022
Q4 		$3.54M Sell
18,578
-814
-4% -$133K 0.1% 206
2022
Q3 		$2.35M Buy
19,392
+172
+0.9% +$26.4K 0.08% 247
2022
Q2 		$2.63M Buy
19,220
+1,442
+8% +$213K 0.08% 223
2022
Q1 		$3.4M Buy
17,778
+2,738
+18% +$550K 0.1% 176
2021
Q4 		$3.03M Buy
15,040
+262
+2% +$55.4K 0.09% 190
2021
Q3 		$3.25M Buy
14,778
+2,732
+23% +$609K 0.11% 168
2021
Q2 		$2.89M Buy
12,046
+1,507
+14% +$364K 0.1% 170
2021
Q1 		$2.69M Buy
10,539
+3,195
+44% +$710K 0.11% 153
2020
Q4 		$1.57M Buy
7,344
+1,373
+23% +$264K 0.07% 184
2020
Q3 		$987K Buy
5,971
+890
+18% +$152K 0.06% 219
2020
Q2 		$931K Buy
5,081
+484
+11% +$74.4K 0.07% 189
2020
Q1 		$686K Buy
4,597
+974
+27% +$267K 0.06% 181
2019
Q4 		$1.18M Sell
3,623
-108
-3% -$38.2K 0.1% 133
2019
Q3 		$1.42M Buy
3,731
+422
+13% +$151K 0.16% 98
2019
Q2 		$1.15M Buy
3,309
+594
+22% +$217K 0.15% 110
2019
Q1 		$1.04M Buy
2,715
+1,792
+194% +$690K 0.18% 103
2018
Q4 		$298K Buy
923
+54
+6% +$18.7K 0.08% 186
2018
Q3 		$332K Buy
+869
New +$305K 0.1% 160

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Concepts's BA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Boeing (BA) stake by 55% in Q1 2026, buying an estimated $2.94M and bringing the position to 36,555 shares worth $7.28M. The position accounts for 0.06% of the portfolio, ranked #310.

Integrated Wealth Concepts first reported a position in BA in Q3 2018 and has held it in 31 quarters since. The position peaked at $8.16M in Q4 2023. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Integrated Wealth Concepts held 36,555 shares of Boeing worth $7.28M as of Q1 2026.
  • Integrated Wealth Concepts bought 12,908 Boeing shares in Q1 2026, an estimated $2.94M.
  • Boeing made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #310 holding.
  • Integrated Wealth Concepts first reported a position in Boeing in Q3 2018 and has held it in 31 quarters since.
  • Integrated Wealth Concepts's Boeing position peaked at $8.16M in Q4 2023.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.